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Vol 23 No 4 April/May 2018

Book of the Month

Cover of Williams, Mortimer and Sunnucks: Executors, Administrators and Probate

Williams, Mortimer and Sunnucks: Executors, Administrators and Probate

Edited by: Alexander Learmonth, Charlotte Ford, Julia Clark, John Ross Martyn
Price: £295.00

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Williams published
This book is now Out of Print.
A new edition has been published, the details can be seen here:
Trust Practitioner's Handbook 4th ed isbn 9781784460839

Trust Practitioner's Handbook 3rd ed

ISBN13: 9781907698071
New Edition ISBN: 9781784460839
Previous Edition ISBN: 9781853286483
Published: November 2012
Publisher: Law Society Publishing
Country of Publication: UK
Format: Paperback & CD-ROM
Price: Out of print

This invaluable guide to the creation, administration and taxation of trusts has been comprehensively revised and updated to take account of:-

  • Perpetuities and Accumulations Act 2009
  • changes to the Inheritance Tax compliance and penalty regime
  • changes to the Finance Act 2006
The book offers practitioners useful guidance on how to:-

  • create and use good systems to avoid potential negligence claims for failing to invest correctly
  • avoid penalties for missing tax deadlines or for incorrectly assessing tax bills
  • delegate trust management functions and comply with the regulatory regime for practitioners
  • run an efficient trust department and improve profitability.
An accompanying CD-ROM contains a range of useful forms and checklists from the book that may be customised.

Equity and Trusts
Part 1 - Setting up a trust
1. Why have a trust?
2. Creating a trust
3. Trustees

Part 2 - Administering the trust
4. Getting started
5. Administration implications of the Trustee Act 2000
6. Trustees’ decision making
7. Financial services

Part 3 - Taxation of trusts
8. Introduction to taxation of trusts
9. Inheritance tax
10. Capital gains tax
11. Income tax
12. Trusts with a disabled and/or vulnerable beneficiary

Part 4 - Practical trusts:
13. Dealing with various events
14. Nil rate band discretionary trust debt or charge scheme
15. Managing an efficient and profitable practice
16. Information technology